Top Tweets for #NetOrderValue

12 months ago

Out now - our Q1FY26 Report: https://t.co/gtHFmNMlhx Quick snapshots: #Performance Consolidated Adjusted Revenue grew 67% YoY (22% QoQ) to INR 7,563 crore. #NetOrderValue NOV of our B2C businesses (@zomato, @letsblinkit, @lifeindistrict) grew 55% YoY (16% QoQ) to INR 20,183 crore. These now generate nearly $10 billion in annualized NOV, with quick commerce contributing almost half - making it our largest B2C segment. #Zomato Food delivery NOV grew 13%YoY (9% QoQ) driven by continued softness in demand. #Blinkit NOV grew 127% YoY (25% QoQ) to INR 9,203 crore. On the profitability front, our margins improved from -2.4% of NOV in Q4FY25 to -1.8% despite continued investments in new store roll-outs and seasonal factors. We also added 243 net new stores in Q1FY26, and are on track to get to 2,000 stores by Dec-25. #District Going-out is a INR 8,000 crore annualized NOV business (Q1FY26 NOV*4), which is about 20% of the size of our food delivery and quick commerce businesses. If we execute well, this business has the potential to scale to $3 billion in annual topline (NOV) with $150m of Adjusted EBITDA sometime over the next five years. #Hyperpure Hyperpure’s revenue grew 89% YoY (25% QoQ). #GreeningIndia During the quarter, we also launched a first-of-its-kind agroforestry initiative to plant 2.5+ million trees across 10,000 acres of farmland in partnership with thousands of farmers in FY26. These trees, once grown, can remove 1.5 million tonnes of CO2 over the next 30 years. That’s all for now. However, as always, we are just 1% done. We’re excited about the path we’re on and grateful for your continued support. If you have any further questions or feedback, please email us at [email protected]. Always listening!

deepigoyal's tweet photo. Out now - our Q1FY26 Report: https://t.co/gtHFmNMlhx

Quick snapshots:

#Performance
Consolidated Adjusted Revenue grew 67% YoY (22% QoQ) to INR 7,563 crore.

#NetOrderValue
NOV of our B2C businesses (@zomato, @letsblinkit, @lifeindistrict) grew 55% YoY (16% QoQ) to INR 20,183 crore.
These now generate nearly $10 billion in annualized NOV, with quick commerce contributing almost half - making it our largest B2C segment.

#Zomato
Food delivery NOV grew 13%YoY (9% QoQ) driven by continued softness in demand.

#Blinkit
NOV grew 127% YoY (25% QoQ) to INR 9,203 crore.
On the profitability front, our margins improved from -2.4% of NOV in Q4FY25 to -1.8% despite continued investments in new store roll-outs and seasonal factors. We also added 243 net new stores in Q1FY26, and are on track to get to 2,000 stores by Dec-25.

#District
Going-out is a INR 8,000 crore annualized NOV business (Q1FY26 NOV*4), which is about 20% of the size of our food delivery and quick commerce businesses.
If we execute well, this business has the potential to scale to $3 billion in annual topline (NOV) with $150m of Adjusted EBITDA sometime over the next five years.

#Hyperpure
Hyperpure’s revenue grew 89% YoY (25% QoQ).

#GreeningIndia
During the quarter, we also launched a first-of-its-kind agroforestry initiative to plant 2.5+ million trees across 10,000 acres of farmland in partnership with thousands of farmers in FY26. These trees, once grown, can remove 1.5 million tonnes of CO2 over the next 30 years.

That’s all for now.
However, as always, we are just 1% done.

We’re excited about the path we’re on and grateful for your continued support.

If you have any further questions or feedback, please email us at shareholders@eternal.com. Always listening!

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Deepinder Goyal

@deepigoyal

about 1 year ago

#NetOrderValue Starting Q4FY25, we are reporting net order value (NOV) for our B2C businesses. NOV = GOV - discounts (platform or partner funded) The NOV of our B2C businesses (@zomato, @letsblinkit, @lifeindistrict) grew 53% YoY (5% QoQ) to INR 17,440 crore. (3/8)

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